President-Elect Trump trades

[Gamecock-YT]

state owned properties being sold off to oligarch buddies under nefarious measures

[Spekulatius]

7 minutes ago, TwoCitiesCapital said:

 

Did Trump's first term give us any confidence that was what he was about?

 

 

While perhaps appropriate for investment forum, the be-all-end-all of life isn't the total balance in my accounts and I think it's ok that I, and others, care about other things too. 

 

 

This is exactly what I expect to happen. He demonstrated it enough in his first term. I, for the life of me, cannot understand why people believe this time will be different. 

 

 

But better for traditional ICE auto-companies? They also benefit from tariffs, are priced like dog shit, and are now on more equal footing without the $7,500 credit? 

We have not talked about Tesla carbon credits yet. They are half of Tesla’s income and are subsidized by ICE car producers.

[TwoCitiesCapital]

3 minutes ago, Spekulatius said:

We have not talked about Tesla carbon credits yet. They are half of Tesla’s income and are subsidized by ICE car producers.

 

Items that they either will pay less for over time as they improve efficiency or increase hybrid and battery EVs as portions of their lineup. 

 

https://www.teslarati.com/stellantis-eliminate-buying-emissions-credits-tesla/#:~:text=Stellantis brand Fiat Chrysler Automobiles,goals on an annual basis.

 

Alternatively, Trump may cancel any incentive to buy them....

 

Musk's positioning close to Trump may be an asset.

 

Trump's desire to cut spending on credits (and NASA) while courting coal country and getting rid of regulations may not be... at least not for EV fan boys. 

[Lazarus]

On 11/15/2024 at 5:55 PM, yesman182 said:

KHC seems to be down based on Kennedy? Any other packed food companies getting hit? KHC is now yielding 5% with a new small buyback. 

The KHC yield has a 144% payout ratio. Doesn't seem sustainable.

[Spekulatius]

The real losers if RFK actually does go after food ingredients are the producers of such like IFF. The food cos will just change their ingredient like they do in other parts of the world already and perhaps raise prices a bit here or there.

 

Consumers will have to get used to less artificial colors.

Edited 12 hours ago by Spekulatius